Cover Image for Building Embedded Tax & Wealth Journeys for Modern Platforms
Cover Image for Building Embedded Tax & Wealth Journeys for Modern Platforms
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Presented by
TaxBuddy
India’s Most Trusted Tax Compliance Platform | 1M+ users | 4.9 ⭐ Google Rating | ITR, GST, Notices, Tax Planning & Financial Wellness
41 Went

Building Embedded Tax & Wealth Journeys for Modern Platforms

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About Event

A Product Webinar by TaxBuddy

Tax, compliance, and wealth journeys are no longer standalone services - they are powerful engagement and revenue drivers when embedded seamlessly into digital platforms.

In this exclusive TaxBuddy product webinar, we’ll walk you through how platforms can integrate tax filing, tax planning, and wealth solutions natively, creating smoother user experiences, stronger retention, and new monetisation opportunities.

✔️ Why integrations matter for:

  • User experience & trust

  • Platform differentiation

  • Better profiling & targeted campaigns

  • Aggressive pricing & added touchpoints

✔️ Integration models, timelines & requirements
✔️ Who should integrate and why:

  • Banks & Super-apps

  • Brokerages & Trading platforms

  • Gig platforms

  • HR & Payroll platforms

Who Should Attend

  • Product & Growth Leaders

  • Partnerships & Alliances Teams

  • Platform Owners & Founders

  • Fintech, HRTech & Gig Platform Decision-Makers

Speakers

🎤 CA Divya Bhanushali – Moderator, Head of Product - TaxBuddy
🎤 CA Pratik Bharda – Speaker, Product Manager, TaxBuddy
🎤 Adarsh Shetty – Panelist, Delivery Specialist - Centrum Broking Ltd

Why Attend

If you’re exploring embedded finance, API-led growth, or value-added services, this session will give you practical product insights and real integration clarity - not just theory.

Avatar for TaxBuddy
Presented by
TaxBuddy
India’s Most Trusted Tax Compliance Platform | 1M+ users | 4.9 ⭐ Google Rating | ITR, GST, Notices, Tax Planning & Financial Wellness
41 Went